Build with the people doing the work.
Invite the team to show how the process actually works. Their workarounds and exceptions help reveal requirements that a high-level description can miss.
Make responsibilities clear.
Agree who reviews outputs, handles unusual cases and can pause the workflow. Make it easy to find the person responsible when a question arises.
Use a guided walkthrough.
Before launch, review realistic examples and explain what the automation does at each stage. Show how to correct information, request help and continue working if the workflow is paused.
Keep feedback simple.
Provide one clear route for reporting issues and suggestions. Review early feedback together and keep the instructions current as the process changes.